Personal Tax Planning Advisors

Leading Tax Accountants serving Hertfordshire, London, and the entire UK

Caplan Associates, a leading personal tax planning firm of advisor accountants, provide sophisticated personal (and corporate) tax and financial planning services.

“In this world, nothing is certain but death and taxes”
Benjamin Franklin, 1789

Much has changed in the world since Franklin’s pronouncement over 220 years ago, yet death and taxes remain constant. And while we can’t make any claims about prolonging life, we can certainly influence the amount of tax you pay, thanks to our comprehensive range of tax services.

Image for Caplan Associates, the best personal tax planning advisor accountants in Hertfordshire and the London area, and serving the entire UK

Personal Tax services in Hertfordshire include:

Business tax planning

Whether you are starting in business for the first time, running an established business or planning a sale or retirement, there are always many tax issues to consider.

Company car tax planning

We will undertake a review when you are considering buying a new vehicle to make sure you are aware of the most advantageous way to finance the purchase, including the tax implications.

Employee benefits

We can assist you in reducing the burden of the compliance tasks and in planning tax-efficient remuneration packages for your workers.

Personal tax planning

Careful and effective planning can produce significant savings.

Trust and estate planning

Let our specialist team help you protect your wealth.

Business structure Healthcheck Review.

To make sure the way your business is set up is providing you with the most tax-efficient vehicle for your earnings and wealth generation/protection.

Taxability Review

A detailed review of your tax affairs to make certain you pay the right amount of tax – and not a penny more. (This review normally results in repayment of overpaid tax – sometimes substantial amounts!)

PAYE Health Check

Making sure your PAYE and NIC affairs are up to date and correct.

VAT Health Check

Making sure the ever-more complex VAT legislation is correctly applied and that you are reclaiming all your entitlements.

Remuneration Extractor

We’ll advise you on the most tax-efficient way to take profits from your business.

Are you paying more personal tax than you need to or have to?

Let Caplan Associates handle your personal tax returns & we make it our business to ensure you pay the minimum legal amount possible. An annual tax return is a legal requirement for an increasing number of people. With the continual increase in powers given to Her Majesty’s Revenue and Customs (HMRC) combined with its focus on ensuring taxpayers are paying the right amount of tax – getting it wrong can be an unnecessary costly mistake financially, perhaps worse a significant drain of time and emotions. Fortunately getting it right, on time every time is something that you get as standard at Caplan Associates. Our approach is remarkably simple, you give us the work and we will take away the pain of dealing with taxes and ensure you pay the minimum legal amount possible.

We aim to provide all personal tax customers with:

  • A complete yet simple, straightforward, no fuss approach that takes away the pain of dealing with tax
  • A tailored service giving you what you need, when you need it, without complication
  • You get high quality, right first time, tax return preparation and production
  • Access to our senior tax advisors for friendly support and advice
  • A cost effective way of ensuring you meet your compliance obligations whilst minimising your tax bill

So that you don’t get…. Worried, confused, concerned, burdened, late in filing your accounts or fined!

As well-established personal tax planning advisor accountants in Hertfordshire and London, and serving the entire UK, we also offer comprehensive tax advice on all aspects of personal taxation, including:

  • Income tax
  • Capital gains tax
  • Inheritance tax
  • Trusts and estates
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